An Account Go to 0011 - Create and Maintain Accounts
The list of projects to assign a number
Admin Status: Potential or Active
Who is responsible (PM)
Stage Class Type (Single Service or Multi Service)
Service, Typology, Use, Scope
Based on the project being a potential or a won project we will assign different numbers.
If the project is potential, then the number is the date open (so 6 digits YYMMDD), if it happens that there are more than one new potential project in the same day, then add to the end of the date “.1, .2…”
Active
Go to /Production and create a Project folder named:
[Project.Number] - [Project.Name] - [Project.Code]
Copy Folder URL
Potential
Go to /Production/Potential and create a Project folder named:
[Date*] - [Project.Name] - [Suburb]
Copy Folder URL
If more than one, then use ”.1” for example 211102.1
Go to app.arcanary.com and click on + PRJ